Best Investors Account Sign in
Inactive

Thomas David Little

Yeti Wealth Management Group, LLC

Greenwood Village, CO

CRD 6848130

Claim This Profile
Employer firm

Yeti Wealth Management Group, LLC CRD 338425

$1.24M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Yeti Wealth Management Group, Llc

6312 S. Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-04
  • CO RA
    APPROVED
    Since 2025-11-04

Branch Locations

6312 S. Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Castle Rock Cryocare Castle Rock CO 04/2016 07/2017
Mckinlay Smallwood Financial Partners, Llc Denver CO 07/2017 08/2025
Lpl Financial, Llc Denver CO 11/2019 08/2025
Global Retirement Partners Llc Denver CO 01/2020 08/2025
Yeti Wealth Management Group, Llc Littleton CO 08/2025 Present
Tdl Consulting, Llc Denver CO 07/2020 08/2025
  • 04/2016 → 07/2017
    Castle Rock Cryocare
    Castle Rock, CO
  • 07/2017 → 08/2025
    Mckinlay Smallwood Financial Partners, Llc
    Denver, CO
  • 11/2019 → 08/2025
    Lpl Financial, Llc
    Denver, CO
  • 01/2020 → 08/2025
    Denver, CO
  • 08/2025 → Present
    Littleton, CO
  • 07/2020 → 08/2025
    Tdl Consulting, Llc
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-30
  • S66 Uniform Combined State Law Examination
    2019-12-30
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Greenwood Village, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor